Correct Capital Wealth Management Reduced Holdings in Q1 2025

Correct Capital Wealth Management

  • $354 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
-78.9K
- 23.23%
$49.56 - $49.78 $3.91M - $3.93M
261K $13M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-51K
- 34.93%
$46.82 - $47.8 $2.39M - $2.44M
95.1K $4.48M
AVDE
American Centy ETF Tr Avantis

ETFs
-50K
- 13.07%
$60.63 - $68.55 $3.03M - $3.43M
333K $22.1M
AAPL
Apple Inc.

Technology
-1.52K
- 4.59%
$209.68 - $247.1 $319K - $375K
31.6K $7.02M
HD
Home Depot, Inc.

Consumer Cyclical
-1.75K
- 25.59%
$347.25 - $424.87 $606K - $742K
5.08K $1.86M
ETN
Eaton Corp PLC

Industrials
-1.52K
- 31.17%
$271.83 - $371.23 $414K - $566K
3.37K $914K
AVGO
Broadcom Inc.

Technology
-322
- 3.65%
$167.43 - $244.7 $53.9K - $78.8K
8.5K $1.42M
DGRO
Ishares Core Dividend Growth E

ETFs
-12.8K
- 1.63%
$60.46 - $64.42 $777K - $828K
774K $47.8M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.19K
- 14.78%
$142.1 - $183.56 $169K - $218K
6.85K $981K
INTU
Intuit Inc

Technology
-516
- 45.83%
$555.63 - $630.23 $287K - $325K
610 $374K
TPR
Tapestry, Inc.

Consumer Cyclical
-6.24K
- 25.13%
$65.63 - $89.21 $410K - $557K
18.6K $1.31M
QCOM
Qualcomm Inc

Technology
-2K
- 19.01%
$151.94 - $175.86 $303K - $351K
8.5K $1.31M
XLK
Technology Sector Spdr

ETFs
-467
- 5.97%
$206.38 - $242.18 $96.4K - $113K
7.36K $1.52M
EMR
Emerson Electric CO

Industrials
-569
- 3.76%
$108.64 - $131.17 $61.8K - $74.6K
14.6K $1.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
-784
- 31.87%
$308.86 - $455.36 $242K - $357K
1.68K $590K
JPM
Jpmorgan Chase & CO

Financial Services
-1.1K
- 8.89%
$225.19 - $279.95 $248K - $308K
11.3K $2.77M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-205
- 32.18%
$497.6 - $606.74 $102K - $124K
432 $214K
PG
Procter & Gamble CO

Consumer Defensive
-396
- 14.23%
$158.56 - $176.26 $62.8K - $69.8K
2.39K $406K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1
- 0.02%
$102.49 - $119.96 $102 - $120
5.14K $537K
XLV
Select Sector Spdr Fund Health

ETFs
-518
- 13.97%
$137.61 - $149.68 $71.3K - $77.5K
3.19K $465K
CYBR
Cyber Ark Software Ltd.

Technology
-137
- 10.09%
$312.8 - $414.31 $42.9K - $56.8K
1.22K $412K
CSCO
Cisco Systems, Inc.

Technology
-540
- 10.56%
$58.74 - $64.87 $31.7K - $35K
4.57K $282K
BAC
Bank Of America Corp

Financial Services
-28
- 0.44%
$39.61 - $47.74 $1.11K - $1.34K
6.27K $261K
IVE
Ishares S&P 500 Value ETF

ETFs
-2
- 0.15%
$185.78 - $198.58 $372 - $397
1.33K $254K
JGRO
J P Morgan Exchange Traded Fd
-8.48K
- 1.01%
N/A
834K $0
Victoryshares Free Cash Flow ETF
-24.2K
- 1.79%
N/A
1.33M $0
WFC
Wells Fargo & Company

Financial Services
-19
- 0.16%
$66.78 - $81.42 $1.27K - $1.55K
11.6K $829K
XOM
Exxon Mobil Corp

Energy
-137
- 0.66%
$105.44 - $118.93 $14.4K - $16.3K
20.7K $2.46M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-19
- 0.13%
$442.66 - $534.52 $8.41K - $10.2K
14.5K $7.73M
Activity Summary
Buys All Purchases 55 New Holdings 4 Increased Positions 51 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 2 Puts 1
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